Retirement Group’s WisdomTree US MidCap Dividend Fund DON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $90.6K | Buy |
1,859
+9
| +0.5% | +$439 | 0.03% | 175 |
|
|
2023
Q4 | $84.5K | Buy |
1,850
+5
| +0.3% | +$228 | 0.03% | 168 |
|
|
2023
Q3 | $75.6K | Buy |
1,845
+5
| +0.3% | +$205 | 0.03% | 165 |
|
|
2023
Q2 | $77.4K | Sell |
1,840
-21
| -1% | -$883 | 0.03% | 162 |
|
|
2023
Q1 | $76K | Buy |
1,861
+14
| +0.8% | +$572 | 0.03% | 154 |
|
|
2022
Q4 | $76K | Buy |
1,847
+1,842
| +36,840% | +$75.8K | 0.04% | 144 |
|
|
2022
Q3 | $0 | Sell |
5
-1,844
| -100% | – | ﹤0.01% | 563 |
|
|
2022
Q2 | $73K | Sell |
1,849
-96
| -5% | -$3.79K | 0.03% | 179 |
|
|
2022
Q1 | $93K | Buy |
1,945
+5
| +0.3% | +$239 | 0.04% | 177 |
|
|
2021
Q4 | $97K | Hold |
1,940
| – | – | 0.04% | 169 |
|
|
2021
Q3 | $102K | Buy |
1,940
+100
| +5% | +$5.26K | 0.05% | 162 |
|
|
2021
Q2 | $77K | Hold |
1,840
| – | – | 0.04% | 186 |
|
|
2021
Q1 | $74K | Hold |
1,840
| – | – | 0.03% | 223 |
|
|
2020
Q4 | $64K | Hold |
1,840
| – | – | 0.03% | 231 |
|
|
2020
Q3 | $53K | Hold |
1,840
| – | – | 0.03% | 231 |
|
|
2020
Q2 | $52K | Buy |
+1,840
| New | +$52K | 0.03% | 227 |
|
|
2019
Q4 | $70K | Buy |
+1,840
| New | +$70K | 0.05% | 199 |
|